Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
KEVIN I. PERMAN, M.D., P.C.
EIN 81-3407620Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
9
6420 ROCKLEDGE DRIVE, SUITE 4300 - BETHESDA, MD 20817301-571-0000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KEVIN I. PERMAN, M.D., P.C. 401(K) PLAN
401k
Assets$4.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEVIN I. PERMAN, M.D., P.C. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KEVIN I. PERMAN, M.D., P.C. 401(K) PLAN | 401k | $4.8M | 5 | 2025 | |
| 002 | KEVIN I. PERMAN, M.D., P.C. CASH BALANCE PLAN | CashBalance | $1.1M | 4 | 2025 |
Retirement plans